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Ashraf Eassa

 
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  • Intel: More Good News About The Mobile Losses [View article]
    Russ

    I believe Otellini's comments were to the effect of: for the high end of the market, chip designers will want to spend every last transistor possible on compute.

    I don't fundamentally disagree with this, but at the same time, consider that the majority of the smartphone market is the low-end and mid-range where the integration and cost is far more important than raw performance.

    Intel's latest smartphone SoCs have good CPU and GPU performance, but they lack in many key areas like image signal processing, video encode/decode, and more. Intel needs to be up to snuff in all of these key IPs before it has any chance at the high end.

    In the low end, Intel doesn't have a prayer until it brings out highly integrated parts, and while I think SoFIA 3G/LTE will help Intel gain share, I don't see Intel seeing *big* success until such time as it is able to produce low end and mid-range chips with real performance/power/inte... advantages over QCOM.

    We'll see what Intel has to say at the Investor Meeting next week.

    --AE
    Nov 14, 2014. 04:36 PM | 3 Likes Like |Link to Comment
  • Intel: More Good News About The Mobile Losses [View article]
    It's not the LTE IP that's a problem...it's Intel's ability to put together competitive SoCs across all relevant vectors (performance, features, bill of materials cost) that has been the problem.

    --AE
    Nov 14, 2014. 03:27 PM | 4 Likes Like |Link to Comment
  • Qualcomm's Apple Problem [View article]
    In Search of Value,

    No, that's not correct. GPU and CPU are just a few blocks on an SoC; there's a lot of other work that needs to be done (ISP, video encode/decode, cellular baseband, Wi-Fi baseband, etc.) to make a truly competitive chip. Also don't underestimate the difficulty of actually integrating an SoC -- having a good interconnect fabric within the SoC is critical to achieving good perf/power.

    --AE
    Nov 14, 2014. 12:43 PM | 1 Like Like |Link to Comment
  • Qualcomm's Apple Problem [View article]
    PCs are commodities, and yet Intel mints a fortune on PC chips. Just because the end device is commodity doesn't mean the chips inside are :-)

    --AE
    Nov 14, 2014. 09:56 AM | 1 Like Like |Link to Comment
  • Qualcomm's Apple Problem [View article]
    Despite all of these companies designing their own chips, Qualcomm has 58% of the market.

    Eventually, IMO, most of these companies trying to roll their own will stop. Smartphone margins are already in the toilet and R&D costs for competitive mobile chips are very high.

    It'll prove better to pay experts like Qualcomm, MDTK, and perhaps Intel if it cleans its act up, than to try to roll your own.

    --AE
    Nov 14, 2014. 09:53 AM | Likes Like |Link to Comment
  • Intel: More Good News About The Mobile Losses [View article]
    "The question that analysts need to ask on Nov 20, and that Intel needs to answer is, exactly where are you spending nearly $4 billion a year on mobile and communications."

    Hear, hear!

    --AE
    Nov 13, 2014. 06:53 PM | 10 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    osolemio

    SoFIA = Smart or Feature Phone on Intel Architecture

    --AE
    Nov 13, 2014. 06:42 PM | Likes Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    When was the last time AMD meaningfully surprised to the upside or downside relative to guidance?

    --AE
    Nov 12, 2014. 01:03 PM | Likes Like |Link to Comment
  • AMD: A Misunderstood Opportunity With 50-100% Upside By 2017 [View article]
    TechResearch

    AMD already issued its earnings guidance for Q4. You should run the numbers and report back to us what AMD's expects its next quarter's net income/loss will be...

    --AE
    Nov 12, 2014. 10:44 AM | 1 Like Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    I think SoFIA will do better than Intel's previous phone efforts, although that's not saying much. In terms of design wins, Intel actually got WORSE over time even though their products got better.

    That said, I think SoFIA (moreso the LTE version) will be a good part and it'll do well. Intel seems to be focusing on what customers actually want (comms integration, low BoM) with this chip.

    --AE
    Nov 11, 2014. 04:59 PM | 3 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    trader_xx

    Intel did state that they will be launching a 14nm SoFIA in early 2016. We'll see if they can deliver...

    --AE
    Nov 11, 2014. 03:39 PM | 2 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    There's no need for any of these "revolutionary technology" gynmastics that people keep talking about...

    Intel needs to just develop good mobile SoC products that people actually want to buy. That's it. No magic technologies required, IMO.

    --AE
    Nov 11, 2014. 12:47 PM | 7 Likes Like |Link to Comment
  • Today In SA PRO: Tuesday, November 11 [View article]
    Thanks for the shout-out!

    --AE
    Nov 11, 2014. 07:50 AM | Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    Partially :-)

    But I do think it's a point worth discussing...Samsung has world-class logic fabs, they're getting a lot better at their in-house mobile SoCs, own DRAM, own NAND, and are probably very uniquely positioned to do exactly what you're thinking Intel might be up to.

    Unless, as is probably the case, I don't quite get what you're getting at!

    --AE
    Nov 10, 2014. 09:03 PM | 3 Likes Like |Link to Comment
  • Intel: Memory, The Solution To The Mobile Problem [View article]
    Russ

    In other words, you want Intel to become Samsung...

    Why not just invest in Samsung?

    --AE
    Nov 10, 2014. 02:40 PM | 2 Likes Like |Link to Comment
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